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RefiningValue.bsky.social @refiningvalue.bsky.social · 31/10/2024

Interesting post by Ronny Gal on ex-US blockbusters. While they certainly exist, how many cos (aside from Novartis apparently) are thinking this way? And margins / FCF certainly lower in these markets. www.linkedin.com/posts/ronny-...

linkedin.com

Ronny Gal on LinkedIn: 𝗖𝗮𝗻 𝗱𝗿𝘂𝗴𝘀 𝗯𝗲 𝗯𝗹𝗼𝗰𝗸𝗯𝘂𝘀𝘁𝗲𝗿𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁… | 28 comments

𝗖𝗮𝗻 𝗱𝗿𝘂𝗴𝘀 𝗯𝗲 𝗯𝗹𝗼𝗰𝗸𝗯𝘂𝘀𝘁𝗲𝗿𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗿𝗲𝗹𝘆𝗶𝗻𝗴 𝗼𝗻 𝘁𝗵𝗲 𝗨𝗦? Novartis is very much of a global company – multicultural and… | 28 comments on LinkedIn

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